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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,869 | $183,539-18.9% | $155,556-4.3% | $145,897+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.93% | 61.31%-41.4pp | 64.84%-44.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $395 | $5,315-92.6% | $4,675-91.6% | $4,663-91.5% |
| Participant deferral / active EE | $21,000 | $6,467+224.7% | $5,631+272.9% | $6,689+213.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |